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Jul 16, 2019

Is blue sky compliance like the SEC or the IRS?

All fund compliance has risen to elevated levels within fund boards, and a recent hot topic has become state compliance, also known as blue sky laws.  This is due to obvious reasons– fees and penalties. 

Jul 15, 2019

The game changer: 3 interoperable data types required of health plans

Government interoperability mandates are coming to health plans. Mobile and web access to individual health claims data, clinical data, and health provider information may finally be entering the 21st Century. 

Jul 12, 2019

Challenges facing family offices: what is holding you back?

With at least 10,000 single-family offices in the world, half of which were formed in the last 15 years, family offices may feel like they struggle to keep with the pack. To keep pace with the increasingly complex and ever-changing tax, regulatory and accounting requirements, family offices must modernize their technology and operations.

Jul 11, 2019

Business process management: A journey in 3 stages

It’s expected the global process analytics market will grow exponentially by 20231 with Business Process and Case Management (BPCM) platforms playing a vital role in your organization’s process mining journey.

Jul 10, 2019

Transforming client communications from a cost center to a competitive edge

With high churn rates and so many asset managers aggressively competing for your clients, the quality of client communications is crucial to your firm’s brand differentiation and client retention. Today’s investors want your appraisal of what is happening in the market and what you’re doing to help them as individuals to achieve the best outcomes.

Jul 9, 2019

Don’t miss early bird pricing for SS&C Deliver 2019

SS&C Deliver 2019 is coming to Orlando, Florida September 17-19 at the Gaylord Palms resort!

Jul 8, 2019

Unveiling the Unified Interface for Salentica Engage™ on Dynamics 365

Salentica Engage is an integrated wealth management platform built on Dynamics 365 online, utilizing Microsoft’s new user experience, the Unified Interface.  Across all devices, the Unified Interface brings a responsive and interactive approach to viewing prospect and client data. 

Jul 5, 2019

GMP comparison of male and female scheme members

Previously, we’ve written about the benefits and challenges associated the new GMP legislation. Let’s look at how calculations would play out in a real-world example.

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